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Resolved! Different demand assessment based on the demand portfolio

Hi,is it possible to have a different demand assessment based on the portfolio?The portfolio managers want to have a different score calculation and assessment questions.If possible, how do we need to do the setup?Thank you

annetirez by Tera Contributor
  • 1600 Views
  • 5 replies
  • 0 helpfuls

Budget planing and cross-charging

We’re looking to implement a dynamic budget-planning and cost-calculation process for IT services, each with multiple parameters (e.g., region, bandwidth). The objective is to store all pricing in one place, display it in a user-friendly form (catalo...

mustaphaech by Tera Contributor
  • 789 Views
  • 1 replies
  • 0 helpfuls

Extend Timesheet Period

We would like to extend our timesheet to 2 weeks or 1 month period.  Does anyone know how we would accomplish this.  On the time sheet we have the week start and the week ends fields, but once you populate the week start field, the read-only week end...

Fields changes are not shown in history > Calendar or List

Hi Team, We have a field called as "Total Budget", it's coming from table "planned_task".  This field is being used on other tables like dmn_demand or pm_project or pm_program. Whenever changes are made to this field, we can see the changes on the No...

Missing Resource Management Workspace overview dashboard

Hi, As per this article - Using Resource Management Workspace, Resource Management Workspace overview dashboard should be the landing page, when user navigates to Resource Management Workspace: However, in our Client instance, the behavior is, it lan...

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Atish3 by Tera Contributor
  • 1176 Views
  • 4 replies
  • 0 helpfuls

Add Agile Phase

I am using the Xanadu version of SPM and I don't see the same options as what's shown in the SPM optional Agile lab.  I selected the Execution Type of Hybrid. 1) In the SPM Fundamentals course. In section TCO3502 "Plan your hybrid projects" of the op...

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debraahandl by Tera Contributor
  • 691 Views
  • 1 replies
  • 0 helpfuls

Add new custom field on Create Rate Line.

We are trying to add a new custom field Billing Rate in Rate model Line table and that should be available in Create Rate Line form also while creating a new rate line. But couldn't find from where the page is appearing and not able to add a field.th...

Neha_01 by Tera Contributor
  • 949 Views
  • 2 replies
  • 0 helpfuls

Resolved! CWM Task Assignment notification misleading

We are just starting to use CWM and are noticing that the CWM Task Assignment Notification emails are misleading.  It appears they are going to both the task owner and the assignment group, but the body of the email only addresses the task owner (by ...

Category and Type fields in Demand are sometimes read-only?

According to the documentation here: "The Category and Type fields become read-only when a work entity is created from a demand. If the created work entity is deleted, these fields become editable." I have created a bunch of demands to test and some ...

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Problem Generating Fiscal Calendar

When I try to Generate a Standard Fiscal Calendar for a client, I get this error if I try to generate fiscal periods for just 2023, "Start Year should be before End Year."I found that the OOTB UI Page used to generate the fiscal calendar uses the fol...

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Copying and Pasting Indented Tasks in Planning

Hi, When I copy and paste a group of Parent and Child tasks it loses the indentation and pastes them all at the same level as the task they are being pasted below. Am i doing something wrong? ThanksWoody

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Woody77 by Tera Contributor
  • 894 Views
  • 2 replies
  • 1 helpfuls